For customers - Use this form to top up your existing Aegon ISA. Aegon ISA re-registration application form (stocks and shares) (PDF - 174KB), Aegon ISA re-registration authority (PDF - 146KB), Platform charges guide - ISA/GIA (PDF - 228KB). You can make changes by contacting us. You can find their contact details on the ReAssure website. You have the right to request a copy of the personal information we hold on you. For investors - Discretionary Trust Deed (PDF - 104KB), For investors - Discretionary Loan Trust deed (PDF - 526KB), Adviser charges payment instruction (PDF - 31KB). Use this form to top up investments in Cofunds Pension Account. Aegon GIA application for pension schemes (PDF - 87kb). Youll find the switch illustration in the Documents screen of the switch journey, you can review the illustration before you submit the switch instruction. Use this form when you wish to apply for a new CPA by transferring a scheme from which you are already taking benefits through either capped or flexi-access drawdown. After youve registered, youll be able to use the Sign in with Unipass link. How do I activate my Aegon Dashboard account (pdf). Bereavements We're sorry for your loss and are here to support you and your clients. Bereavements For customers - Use this form to give us authority to proceed with a transfer into an Aegon SIPP. Can the same email address be used for multiple accounts? Add the provider (Aegon in this case) to the safe list or select dont ask me again on this device at the time of making the first payment. This means its price doesn't tend to move much either up or down on a daily basis. Where we send out regular customer communications, including statements, well be including a change of address flyer, and were updating our forms and literature to include our new address. Select your product to find the support right for you. For financial advisers - In this guide we include the steps you need to take to inform us if your business experiences a novation. View Aegon N.V. report archive Aegon Bank N.V. View Aegon Bank N.V. report archive Responsible Investment Reports Theres no charge for this until you decide to use it. Yes. Any income generated will remain in the cash facility of the product and will be used for fees and charges. This is so we can request an in-specie transfer at the same time. Find the forms or support literature youre looking for by clicking on the categories below: Please complete our Self-invested Personal Pension illustration data capture form and return it to us and we'll send you the illustration and any relevant forms. If you go over this, a lifetime allowance tax charge will be payable on the excess - this is currently 55% for lump sums, and 25% for funds used to buy pension income (which is also taxed under the Pay As You Earn (PAYE) system). However, in this situation please contact your firm administrator to report device unavailable. For financial advisers - Use this form to set up or change an investment strategy and rebalancing. Cofunds pension account - transaction forms, CPA income payment or amendment request (PDF - 85KB), Use this form to take, amend or stop income payments through a Cofunds Pension Account in capped or flexi-access drawdown, CPA adviser charging application (PDF - 48KB). *This sets out the extent to which AIL complies with the Financial Reporting Councils UK Stewardship Code. However, you can set up different payment methods for each product you hold. The life and pension business will continue to be operated within a Solvency II target range of 130-150%. Address:Aegonand Scottish Equitable Pensions and Bonds Complaints Team, Sunderland SR43 4DS, Email:[email protected]. Aegon Platform terms and conditions April 2018 (PDF - 325KB). Simply sign in and select the Profile tab and choose Customer services from the drop down menu to get in touch with us so we can help. If you dont use the latest version of your web browser, there's a chance youre missing out of some of the latest features the browser has to offer. These are shown below, please contact your firm administrator orusto find out the different permissions each role has. Why do I have a cash facility within my Aegon ISA? An overview of Aegon, including our history, products, and our purpose. Yes. You can change the sell-down method or chosen fund in the online journey under the charges tab of the client's product summary. For customers - This guide explains the key features of the Aegon GIA. I have sent you a payment by cheque but you have not added it to my account. For customers - Use this form for an in-specie transfer from investments you've inherited from a spouse's/civil partner's Aegon ISA to an Aegon ISA. Were sorry to hear that something hasnt gone to plan. Suitability and features of the Aegon SIPP (PDF - 149KB). For customers - This document sets out our order execution policy for all Aegon UK platforms. Use this form to verify a birth certificate in relation to a Cofunds Pension Account application. We pay consolidated natural incomeon day 12 of each month. If you require access to our institutional website, selectInstitutionalhere. The remaining allowance doesnt include future regular contributions. Upgrade from a restricted CPA to a full CPA (PDF - 92KB). Can I carry out transactions online for my clients Suffolk Life Annuities or Trustees pension? Find out how your assets are protected with Aegon, and the levels of Financial Services Compensation Scheme (FSCS) available. Can I carry out a switch online for my client's ReAssure Portfolio Plus Pension or SIPP? Please don't email any personal, financial or banking information as it's not a secure method of communication. SC144517) registered in Scotland, registered office: Edinburgh Park, Edinburgh EH12 9SE, and Cofunds Limited, Registered in England and Wales No.03965289, registered office: Level 26, The Leadenhall Building, 122 Leadenhall Street, London, EC3V 4AB. Can my client pay charges from theirAegon General Investment Account (GIA)? Aegon Retirement Choices, One Retirement and Retiready Aegon Platform Nationwide Building Society TargetPlan Aegon and Scottish Equitable Pensions and Bonds Our Aegon Dashboard is designed to help you add to, and manage your investments, giving you a greater understanding of your finances. We don't consider employer addresses, business premises or PO boxes as residential. Transfer income into your bank account so that its available for you to use day to day. For financial advisers - This document details Aegons terms of business. For information about a specific fund, please contact us. The protected amount (more than 1 million and not more than 1.25 million) if you have individual protection 2016. Our email system and the way we deal with data internally is secure. The rate of interest is paid at theBank of England base rateless 0.05%. Income generated from a fund may go down as well as up, in accordance with the dividend payments and/or interest received from the investments it holds. Sign in to your dashboard, go to your profile page and select the Register Unipass button and follow the steps to register. You can't carry out these transactions online. Our UK team are focused on providing retirement, investment, workplace savings and protection solutions to over 3.8 million customers.1 To do that we work with financial advisers and employers, to help improve peoples' financial wellbeing. Advisers were focused on championing the value of financial advice, helping advisers navigate industry changes and provide support to help advisers get their clients closer to their financial goals. The switch amount will go through assuming theres enough funds in the General Investment Account (GIA) and the amount of the switch doesnt currently go over the yearly ISA allowance. It usually takes around three working days for the payment to be available for investment. The rule is that you mustnt have more than the annual ISA allowance split between the different types of ISA. For customers - Use this form to transfer collective investments from another provider into an AJ Bell SIPP on the Aegon Platform. You'll receive an email with an activation code and instructions on what to do next within 48 hours. If you dont already have an ISA, then one will be set up as part of this process. Yearly rebalance first rebalance will take place 19 September the following year and then 19 September every year thereafter. We dont currently offer a lifetime, cash or an innovative finance ISA. For more information, you can view the product literature onCanada Life Internationals website. Following the transfer of Legal & General products to ReAssure, the name now appears as theReAssure Portfolio Plus SIPP. How can I manage regular contributions for my clients ISAor GIA? Yes. Please select the box that applies to you.. We dont currently offer online access for Junior Individual Savings Accounts (JISAs). We want to support your financial goals and make the future a brighter one for us all. For customers - Terms and conditions supplement for the AJ Bell Investcentre SIPP. For customers -This guide explains the charges that could apply to your investment with us (Aegon JISA/ISA/GIA). Once the switch is actioned it will take 5-7 working days for the fund switch to complete. Please contact ReAssure to do this. Income distributions received by your clients, Investments held or traded by your clients, Product wrappers opened and held by your clients. We offer different ways to save, including a stocks and shares ISA, a general investment account (GIA) and a pension. Aegon SIPP However, we consider the disclosures made by underlying fund managers to assess their commitment to the Financial Reporting Councils UK Stewardship Code. Canada Life International Portfolio Bond supplement (PDF - 30KB). Aegon ISA Transfer authority (PDF - 30KB). The UK Stewardship Code is a set of principles that investment managers are expected to follow. Phone:+44 (0) 3456 081 680 Call charges will vary. Use this form to transfer an ISA from another ISA account manager into an Aegon ISA. We may spread any money we hold on your behalf across those banks to help reduce the risk to your money if any one bank has financial difficulties. If you dont have a financial adviser and are comfortable managing your own investments, you can sign in to manage your account. You'll receive an email with an activation code and instructions on what to do next within 48 hours. The email address on your Unipass Certificate isnt the same as the email address you use to sign in to your Aegon Dashboard. For customers - Use this form to pay in an additional single contribution to an existing Aegon SIPP. Whether you are DA, or want to join our Network, we will fully support you to grow your business and get the best results for your customers. For customers. To enter their 3D Secure password in part of full, To enter a one-time passcode, that could be sent to their mobile or email address. The Aegon GIA your assets are protected with Aegon, and the levels of financial Compensation... Different types of ISA PDF - 87kb ) registered, youll be able to use the in... Account application change the sell-down method or chosen fund in the cash within! An activation Code and instructions on what to do next within 48.. Range of 130-150 % a aegon cofunds address one for us all that you mustnt have more 1.25! A restricted CPA to a Cofunds pension account application Internationals website form give! Switch to complete this form to give us authority to proceed with a transfer into an Bell. To request a copy of the product and will be set up or change an strategy... Sunderland SR43 4DS, email: LythamComplaintsMB @ Aegon-Service.co.uk to transfer collective from! Copy of the Aegon GIA do n't consider employer addresses, business premises or PO boxes residential! Information, you can set up different payment methods for each product you hold a daily basis cheque you. At the same as the email address on your Unipass certificate isnt the same as the email be. To manage your account Unipass certificate isnt the same time to top up in... 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